Work hardfor rewards

Bellpenny People are not afraid of hard
work. For our clients this means
dedication, intelligence and conquering
challenges to reap financial rewards.
For Bellpenny Financial Planners it
means creating tailored, detailed
strategies to turn these rewards
into secure lifestyles.

The freedommoney brings

Across the UK, Bellpenny People
(that's both our financial planners
and our clients) understand something
important about money – that it's only
worth something when it brings
freedom to you and your family’s life.

Upfront and fair

Bellpenny was founded on the principle of upfront and
fair service. We also make sure we state clearly what
you pay us (and when) for financial advice. We believe
your Bellpenny Financial Planner should be as
accountable as any other professional you deal with.

Long-term thinking

Long-term thinking – it doesn't come naturally to
everyone! However Bellpenny People know that
weighing up the range of financial solutions on offer
can give long-term security. And that means peace
of mind in the short-term!

An eye on the details

Bellpenny People keep an eye on the details. For our
financial planners this means regular meetings and
updates with their clients. For our clients it means
the ability to log in to a secure website and check
the progress of their financial strategies.